MIC

Maxi Investments CY Portfolio holdings

AUM $591M
1-Year Est. Return 15.21%
This Quarter Est. Return
1 Year Est. Return
+15.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$12.8M
3
+$11.7M
4
HPE icon
Hewlett Packard
HPE
+$10.1M
5
MU icon
Micron Technology
MU
+$9.01M

Top Sells

1
+$7.62M
2
+$7.54M
3
+$5.88M
4
F icon
Ford
F
+$5.58M
5
ASML icon
ASML
ASML
+$5.44M

Sector Composition

1 Technology 43.85%
2 Consumer Discretionary 21.58%
3 Communication Services 11.89%
4 Industrials 5.82%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.16M 1.16%
9,287
+4,984
27
$3.85M 0.87%
5,711
+2,105
28
$3.76M 0.85%
23,200
-29,175
29
$3.7M 0.83%
21,828
+18,608
30
$3.58M 0.8%
+18,644
31
$3.12M 0.7%
+500,000
32
$3.01M 0.68%
62,438
+35,448
33
$2.73M 0.61%
37,504
+17,400
34
$2.51M 0.56%
38,262
35
$2.34M 0.53%
9,366
+3,445
36
$2.16M 0.48%
11,089
+4,650
37
$1.97M 0.44%
1,200
+995
38
$1.88M 0.42%
+65,160
39
$1.79M 0.4%
5,720
+3,765
40
$1.77M 0.4%
+9,982
41
$1.62M 0.36%
25,167
42
$1.61M 0.36%
+11,922
43
$1.58M 0.36%
1,860
+878
44
$1.57M 0.35%
+8,410
45
$1.54M 0.35%
+39,773
46
$1.53M 0.34%
+15,425
47
$1.52M 0.34%
+34,000
48
$1.49M 0.34%
+14,468
49
$1.48M 0.33%
500,000
-500,000
50
$1.48M 0.33%
12,984
+8,400
1
2
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